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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223 | $52,961-99.6% | $172,755-99.9% | $65,185-99.7% |
| Participation rate | 59.8% | 66.2%-6.4pp | 82.6%-22.8pp | 70.2%-10.4pp |
| Annual return | 0.00% | 30.12%-30.1pp | 802.94%-802.9pp | 29.38%-29.4pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,144-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $142 | $2,471-94.3% | $5,198-97.3% | $3,514-96.0% |
| Admin fee / account holder | $12 | $472-97.4% | $13,955-99.9% | $847-98.5% |